Sage ACT

Introduction:

ACT! Screen Elements,
Navigation Bar Menu,
Icons and Tabs
Contact Record Basics:

Structure of a Contact Record,
Data Entry Rules,
Limit User access to Contacts*,
Notes and History Tabs,
Rich text formatting, Creating,
Editing and Deleting Records
Groups and Companies:

Creating and populating a Group or Company,
Switching Group and Company View Bar,
Collective Notes, History,
Activity and Sales Entries
Using ACT! Reports:

Introducing ACT! Reports,
Running and filtering ACT! reports,
Using Company, Group and Opportunity reports,
Saving ACT! Reports and printing options
Locating Contacts:

The Lookup Menu,
Lookup Variations, Contact List,
Customising Contact List View,
Contact Tag Mode,
Searching Secondary Contacts,
Annual Events Tracker,
Contact Activity,
Keyword Searches,
Creating A Look-up Query
Document Management:

Document attachments, Opening,
editing and removing files
Opportunity Management:

Creating Opportunities, Editing,
Closing and filtering opportunities,
Producing standard sales reports
Activity and Calendar Management:

Creating Activities, Viewing Activities
Customising the Work Week Calendar View,
Scheduling with multiple contacts,
ACT! Activities integrated with Outlook
Working with ACT! e-mail:

Sending / receiving e-mails,
Microsoft Outlook and ACT! e-mail integration,
Creating a contact records from incoming e-mail,
Attaching e-mails to a Contact,
Creating an activity from an e-mail, and e-mail merges
Writing Correspondence and Mail Merges:

Using ACT! to write letters,
Creating ACT! letter templates,
Mail merging to contacts,
Using the ACT! menu within Microsoft Word,
Printing labels and envelope
Internet Services:

ACT! Internet Services menu options,
Attaching web pages to Contacts